Best for
- B2B teams with ecosystem partners but weak co-marketing execution
- Partner teams trying to convert account mapping into pipeline
- Demand gen teams supporting integration or alliance campaigns
Turn Crossbeam account overlap into prioritized co-sell plays, account angles, HubSpot lists, and partner-approved campaign motions instead of letting partner data sit unused.
A prioritized partner co-sell campaign plan with account segments, outreach angles, owners, and HubSpot execution lists.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
3 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Partner account mapping only creates value when overlap becomes action. Most teams stop at 'we have shared accounts' and never decide which accounts deserve co-sell, co-market, or partner-intro motions. This workflow adds prioritization, angle selection, approval, and CRM execution so partner intelligence turns into campaign movement.
Expected results
Campaign-ready accounts
25-100 per partner
A focused overlap segment is realistic for a first co-sell campaign and easier for partners to approve than a broad account dump.
Planning time saved
6-10 hours
Crossbeam and Clay reduce manual account matching, enrichment, segmentation, and first-pass angle creation.
Partner safety
Approval-gated
The workflow includes explicit approval and data-boundary QA before reps act on partner overlap data.
Pipeline value
Partner-influenced motion
The campaign is measured by intros, meetings, influenced opportunities, and partner engagement rather than only email clicks.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45-60 min
45-60 min
In Crossbeam, identify overlap between your target accounts, open opportunities, customers, and your partner's corresponding populations. Export or sync account lists for shared customers, shared prospects, your open opportunities where the partner has influence, and partner customers that match your ICP. Keep populations separate because each one needs a different campaign motion.
Segmented partner-overlap account lists by relationship type and campaign potential.
Do not combine every overlap into one list. A shared customer expansion play and a net-new co-sell play need different messaging and partner approval rules.
1-2 hours
1-2 hours
Import the overlap accounts into Clay and enrich each account with industry, size, geography, funding, technology signals, open roles, recent news, and CRM status. Add columns for partner relationship type, likely use case, campaign fit, and recommended motion. Use Clay's AI enrichment to summarize why each account belongs in a co-sell, co-marketing, warm intro, or nurture path.
A scored partner account table with recommended campaign motions.
Partner overlap is not automatically intent. Prioritize accounts where the partner relationship creates credibility, access, or implementation relevance.
For this partner-overlap account, recommend the best campaign motion.
Account data:
{{account_data}}
Partner relationship type:
{{partner_relationship_type}}
Our joint value proposition:
{{joint_value_proposition}}
CRM status:
{{crm_status}}
Choose one motion:
- Co-sell with partner intro
- Co-marketing nurture
- Customer expansion
- Integration education
- Do not pursue now
Output:
1. Recommended motion
2. Reasoning
3. Suggested account angle
4. Partner involvement needed
5. Risk or approval note
6. Priority score from 1-5Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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